Does Stability or Money Buy Happiness?
As the financial advisory world braces for a wave of retirements and increasing competition for top talent, the 2025 J.D. Power Financial Advisor Satisfaction Study delivers a timely look at how well firms are delivering on the support and tools advisors actually value. This year’s results? A mix of familiar faces at the top, clear […]
Can Edward Jones Pull Off a Range Rover?
Edward Jones has long been the entry-level 4×4 of the financial services world. Built for utility, widely available, and designed to get the job done, it was never flashy—but it was accessible. Advisors cut their teeth there, and clients who didn’t know where else to go found a familiar, Main Street option. But now, the […]
You’re A Free Agent
It’s your business. Your clients. Your future. Own the next move. How long have you been with your current broker-dealer? Five years? Ten? Maybe even longer?Now ask yourself this: Is the relationship still as strong as it was when you signed on? Do you still feel seen, heard, and supported? Or are you starting to […]
With Wild First Half In Books, What Will H2 Hold For Advisor Moves?
In a year when headlines have veered from the chaotic to the downright surreal, the first half of 2025 delivered one consistent throughline for the wealth management world: movement. A lot of it. Major advisor teams managing billions of dollars in client assets left long-tenured posts at wirehouses and big banks to join firms offering […]
Apple Eyes Your BizDev Strategy
For decades, cold calling was the bread and butter of client acquisition for financial advisors. It was a numbers game. Call enough people, and a few would say yes. But in 2025, the game is changing and in this case, Apple isn’t exactly your best friend. With iOS 26, Apple is introducing a new Call […]
In Standoff With Advisors, This BD Isn’t Blinking
UBS advisors hoping the firm might soften its 2025 compensation changes just got their answer—and it’s a firm no. CFO Todd Tuckner made it clear in recent comments that UBS remains committed to its plan to “better align” broker compensation with the bank’s long-term strategic goals. Translation: no reprieve is coming. The firm is moving forward with […]
No “Perfect” Time to Move, But 2025 Stands Out for Advisor Transitions
2025 is shaping up to be an especially promising year for financial advisors considering a move to a new firm. Industry veterans will tell you there’s never a perfect time to change broker-dealers. Markets are always shifting, and there are always reasons to stay put. Yet current conditions make now one of the strongest windows […]
Is Your Disclosure A Deal-Breaker?
When financial advisors think about making a move, one concern that stops the conversation before it starts is this: “I’ve got a disclosure on my U4. No firm will want me.” But that assumption doesn’t always hold true—and we’ve got the proof. In a recent AdvisorHub article, a veteran advisor at a major wirehouse made […]
LPL Thinks Its Pitch Is Perfect For More And More Advisors
LPL Financial is turning up the volume—on both its branding and its competitive messaging. Speaking at the Bernstein Strategic Decisions Conference, LPL’s head of business development, Rich Steinmeier, continued his now-familiar refrain: LPL is closing the gap with the wirehouses, and it’s doing so loudly and confidently. As reported by AdvisorHub, Steinmeier highlighted how the […]